Automation · Integration · Custom Software for Wealth Management & RIAs
Increase advisor capacity without turning advisors into administrators.
Fapbric connects CRM intake, qualification, document collection, custodian workflows, and client-service tasks — so advisors and client-service teams spend their time with clients, not systems.
Fixed-fee engagements · Senior-led engineering · Built around your existing systems
Where advisor hours become administrative hours
Onboarding paperwork cycles
New clients trigger document collection, form generation, custodian workflows, and follow-up — largely by hand.
Weeks between "yes" and a funded account, with advisor time spent shepherding paperwork.
Document collection and chasing
Statements, IDs, and signatures are requested and re-requested over email.
Client-service capacity is consumed by follow-up instead of service.
CRM maintenance
Advisors and staff manually keep records, notes, and tasks in sync across systems.
Either the CRM decays or expensive hours keep it alive.
Meeting preparation
Prep packets are assembled from custodian data, planning tools, and notes before every review.
Recurring hours per meeting that scale directly with the number of households.
Example workflow: prospect → onboarded client
An example workflow — every implementation is designed around your actual systems and process.
Automate the routine. Keep judgment where it belongs.
Good automation routes decisions to the right person instead of removing them. In this industry, that means the following always stay human:
- Investment decisions and advice
- Suitability judgments
- Compliance decisions
- Client relationships and sensitive conversations
The business impact
- More households served per advisor
- Onboarding measured in days, not weeks
- Client-service capacity recovered from chasing paperwork
- A CRM that stays current without manual upkeep
- Faster, more consistent client responsiveness
More workflows worth examining
- Meeting-prep automation
- Client-request routing
- Review scheduling
- Document workflows
- CRM hygiene automation
- Beneficiary and account-change requests
Work with the systems you already use.
Fapbric is not trying to replace your software. These are examples of systems commonly found in this industry — we work with the technology already inside your business wherever practical, and we are not implying partnerships with any vendor listed.
Sometimes automation isn't the whole answer.
Connecting your existing software may solve the problem. In other cases, the missing piece is a custom internal tool, a customer or employee portal, a new connection between systems, or software built specifically around the process. Fapbric builds those too.
You don't need to know what technology you need. Bring us the business problem.
Automation backed by real software engineering.
Work that touches your live business systems is an engineering problem: secure connections, clear business rules, careful error handling, visibility when something goes wrong, and clear ownership. Fapbric builds automation — and the custom applications, internal tools, and system connections around it — as production software, led by senior engineering experience from some of the world's most demanding technology environments.
Automation supports the operational workflow around advice. Investment decisions, suitability, and advice remain entirely human.
Enterprise Engineering Experience
Senior engineering experience supporting enterprise environments including Nike, Walmart, American Express, Starbucks, Yahoo, Macy's and others.
Experience reflects project and contract engineering work performed personally by Fapbric's principal, including engagements delivered through third-party consulting firms. Organizations shown are not represented as Fapbric clients or endorsers.
Start with one workflow worth fixing.
We begin by understanding how the process works today, where time or revenue is being lost, which systems are involved, and what a better operating model should look like. If the opportunity makes sense, Fapbric scopes the implementation before work begins.
Fixed-fee · Scoped before implementation begins
Automation doesn't stop when it goes live.
Business processes change. APIs change. AI models evolve. New edge cases appear. And once one high-value workflow is automated, the next opportunity often becomes obvious.
Monitor
Know when a critical process stops working or behaves unexpectedly.
Maintain
Handle software changes, connection changes, and updates that affect the system.
Optimize
Improve the process as real-world use reveals better ways to run it.
Expand
Add new processes and connections as the business grows.
Fapbric can remain involved through a Managed Automation relationship to keep the systems we build reliable, current, and improving.
What would this look like inside your practice?
Bring us one process your team repeats every day or every week. You don't need to know whether the right answer is automation, an integration, or custom software — show us what is slowing the business down, and we'll help determine what should be automated, what should stay human, and whether it's worth building.